Monday, December 19, 2016

The Mps, today, via the increase in the dark. Title under the stress – Milano Finanza

the Mps has received last Friday the green light by Consob for the share capital increase of 5 billion euro, a further step after the conversion on the bond is subordinated by the retail public started last week. In the first phase of the conversion of Siena, created out of the 1,028 billion euros. From the second part, until tomorrow, the bank expects a little less than 2 billion. There would be two other sign in the growth phase.

Meanwhile, this morning in Piazza Affari, the stock does not open, it is suspended with a downward theorist of 11,61%. At 9:30 enters cotnrattazione and, after a fall heavy, is positioned at -5% (19,87€).

The operation starts today at 9:00 a.m. and will close Wednesday 21st at 14:00, while the institutional offering will end on the 22nd of December. The dates are not definite, the calendar, in fact, recalls the institution of the tuscan, “is indicative and may be subject to changes upon the occurrence of events and circumstances beyond the leak the will of the issuer, including special conditions of volatiltià of the financial markets, which could negatively affect the success of the global offering”.

The 35% is reserved to the public in Italy (of this tranche, the 30% is devoted to existing shareholders, to 5% to the general public), 65% to institutional. The minimum size for retail is 50 euros and then will be calculated to a multiple of 50 euro.

The increase, warns the bank, is placed inside of the price range has already been announced, ranging from a minimum of 1 to a maximum of 24.9 euro. Due to the complexity of the operation in multiple stages, Siena, explains a note, it is not able to establish the placement price. This iltimo instead, it will be fixed only after the closing of the transaction, and then after you calculated how was the conversion of the subordinated.

The bank, in each case, has done a related calculation to the multiple Price-To Book Value, taking into consideration the price of the theoretical maximum (24,9€), and, based on the data of the balance sheet as at 30 September (BV of the shares 9,136 billion euros, net of intangible assets for $ 360 million and the minority (26.5 million).

From the calculation shows a multiple of 0.65, which today in Italy is in third behind Intesa Sanpaolo (0.99) and the Credem (0,92). Popolare di Sondrio , however, is 0.55, Bper, to 0.53, Unicredit , 0.38, Bpm 0.38, Ubi 0.33, Banco Popolare to 0.30, the Creval at 0.24 and Carige to 0.12.The data are provided by the same Mps .

Then Siena would have a ratio much higher than the average of Italian banks, as pointed out in the past few days the analsiti of Banca Imi, which have often remembered that the increase in the maximum prices is practically excluded. It will be much more likely to occur at the minimum of the fork, that is, 1 euro. After the bank, among other things, has acquired the shares in the ratio of 100 to 1. According to the indications supplied by the same Mps , the vertices of the bank do not exclude that the final price of the increase is less than 1 euro.

As reported, in fact, the note of the bank, “the determination of The minimum price, of a technical nature, it became necessary in the light of the technical impossibility and oeprativa – emerged from the checks carried out by the intermediaries to manage an offer, which the Public Offer, which is expected to join for the amounts and not for the number of shares with a subscription price less than 1 euro per share”.

From the press rumors emerged in recent days, it seems that the institutional expected to adhere to the increase have assessed at the end of the bank 0.1 euro.

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